Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
89 clients
Average Client Portfolio
$429K average
Assets Under Management
$38.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

West Point, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael works as a Sales Analytics Director for Estee Lauder Companies, dedicating nearly full-time hours to this role. He also owns Greywell Wealth Group LLC, but spends minimal time on it.

Employment History
Current Registrations
Zero Day Capital Enterprises LLC
February 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley
January 2018 - September 2021 · 3 yrs 8 mos
Morgan StanleyBroker
January 2018 - September 2021 · 3 yrs 8 mos
Royal Alliance Associates, INC.
October 2016 - August 2017 · 10 mos
Royal Alliance Associates, INC.Broker
September 2016 - August 2017 · 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.